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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,558 | $160,070-91.5% | $147,117-90.8% | $145,897-90.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.96% | 98.69%-86.7pp | 420.54%-408.6pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,937 | $5,285-44.4% | $4,932-40.5% | $4,663-37.0% |
| Participant deferral / active EE | $5,737 | $8,419-31.9% | $8,065-28.9% | $6,689-14.2% |
| Admin fee / account holder | $840 | $15,035-94.4% | $12,993-93.5% | $13,390-93.7% |